Overview of the Accountant Partner Program
Patriot Software offers an Accountant Partner Program designed specifically for accountants, bookkeepers, and payroll bureaus managing multiple client payrolls. This program provides a centralized solution to streamline payroll management and enhance efficiency for firms handling multiple clients.
When you are accepted into our Accountant Partner Program, you will receive discounted pricing based on the number of active clients you have in Patriot. The tiered discounted pricing is applied to Basic Payroll, Full Service Payroll, Time & Attendance, HR, Accounting Premium and Accounting Basic software. Accountants can also invoice clients according to their own fee structures, providing flexibility in managing client relationships.
Key Features
Centralized Dashboard: The program includes an umbrella login with a centralized dashboard, allowing accountants to view and manage all client payrolls from a single interface.
Client Control Options: Accountants can choose between Basic Payroll or Full Service payroll options for each client, providing flexibility based on client needs.
Consolidated Billing: The program offers consolidated firm billing with tiered discounts, enabling firms to manage costs effectively.
Customizable User Permissions: Firms can set user permissions to control access levels for team members, ensuring secure and efficient operations.
Firm-Level Reporting: Generate reports at the firm level to gain insights into client payrolls and overall performance.
Co-Branding Options: The program includes free co-branding features, allowing firms to add their branding to client-facing materials.
You can estimate your total payroll client cost based on the payroll service you choose, Basic Payroll or Full Service Payroll, and the number of active clients you have in Patriot using our online calculator for accountant partners at https://www.patriotsoftware.com/accountants/. Once approved, firms will be responsible for paying each client’s monthly subscription, but accountants can bill clients at their own rates, offering additional flexibility in managing client relationships.
